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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
601
Douglass Winthrop Advisors
New York
$431K -$92 -1 -0%
AG
602
Ascent Group
Virginia
$430K -$254K -2,746 -37%
OFS
603
OneAscent Financial Services
Alabama
$425K +$100K +1,082 +31%
ST
604
Smithfield Trust
Pennsylvania
$423K – – –
DAS
605
Dynamic Advisor Solutions
Arizona
$422K +$38K +411 +10%
MCM
606
McDonough Capital Management
Florida
$422K – – –
NAMM
607
NorthStar Asset Management (Massachusetts)
Massachusetts
$422K – – –
CFG
608
CMC Financial Group
Georgia
$420K – – –
WI
609
Wintrust Investments
Illinois
$419K +$53.2K +576 +15%
PFG
610
PAX Financial Group
Texas
$418K -$41.6K -450 -9%
CFG
611
Citizens Financial Group
Rhode Island
$417K +$9.24K +100 +2%
ZIC
612
ZWJ Investment Counsel
Georgia
$416K – – –
EFG
613
Ethos Financial Group
Pennsylvania
$411K +$405K +4,379 New
CT
614
Clearstead Trust
Maine
$409K +$72.8K +788 +22%
MPI
615
Mairs & Power Inc
Minnesota
$408K +$19.6K +212 +5%
PCIA
616
Prime Capital Investment Advisors
Kansas
$408K +$402K +4,349 New
VCM
617
Virtue Capital Management
Tennessee
$406K +$400K +4,328 New
CAG
618
Csenge Advisory Group
Florida
$404K +$92 +1 +0%
CPSC
619
Carl P. Sherr & Co
Massachusetts
$404K – – –
FAFN
620
First Affirmative Financial Network
Colorado
$403K -$4.16K -45 -1%
TFO
621
Tarbox Family Office
California
$401K -$185 -2 -0%
BTWM
622
Baker Tilly Wealth Management
Wisconsin
$401K -$106K -1,150 -21%
VEA
623
Virtus ETF Advisers
New York
$401K -$1.12M -12,164 -74%
RMCM
624
Reynders McVeigh Capital Management
Massachusetts
$399K -$18.9K -205 -5%
IAIM
625
International Assets Investment Management
Florida
$399K +$105K +1,132 +36%
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